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KKR & Co
KKR

Overview Fund Activity

1,031 hedge funds and large institutions have $50.9B invested in KKR & Co in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 332 increasing their positions, 356 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+117
Holders Change %
+12.8%
% of All Funds
14.95%
Holding in Top 10
43
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14%
% of All Funds
0.62%
New
187
Increased
332
Reduced
356
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
1076
Campbell & Co Investment Adviser
Maryland
– -$202K -2,440 Closed
OP
1077
ORG Partners
Indiana
– -$184K -2,222 Closed
IIM
1078
Intact Investment Management
Quebec, Canada
– -$182K -2,200 Closed
FWM
1079
Focused Wealth Management
New York
– -$41.5K -501 Closed
UOTTAIMCU
1080
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$35.6K -430 Closed
TCWA
1081
Turtle Creek Wealth Advisors
Texas
– -$30.4K -367 Closed
GWS
1082
Glassman Wealth Services
Virginia
– -$17.6K -212 Closed
LTI
1083
Laffer Tengler Investments
Tennessee
– -$4.31K -52 Closed
LIWM
1084
Long Island Wealth Management
New York
– -$4K -44 Closed
GG
1085
Gleason Group
Kentucky
– -$3.48K -42 Closed
ACM
1086
Advent Capital Management
New York
– -$3.31K -40 Closed
JFA
1087
JNBA Financial Advisors
Minnesota
– -$3.23K -39 Closed
GI
1088
Gradient Investments
Minnesota
– -$663 -8 Closed
PS
1089
Planned Solutions
California
– -$249 -3 Closed
DWA
1090
Delos Wealth Advisors
Texas
– -$249 -3 Closed
CIA
1091
Cape Investment Advisory
Georgia
– -$166 -2 Closed
AWM
1092
Abound Wealth Management
Tennessee
– -$21 – –
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